Behind the Scenes, Ahead of the Curve: Selena's Impact
Selena brings 30+ years of administrative experience in the financial planning and stockbroking industries. As part of Pinnacle Wealth Management’s founding team, she has played a key role in shaping the practice’s operations and client service standards from the very beginning.
Her deep understanding of the industry ensures the smooth and efficient day-to-day running of the practice, along with clear and professional communication with clients and the broader Pinnacle Wealth Management community.
Selena manages and coordinates all administrative functions for the Pinnacle practice, including Dealer Group Management activities and compliance standards for Pinnacle Dealer Services.
She is also responsible for upholding the high client service standards and operational procedures that Pinnacle is known for – ensuring every interaction reflects the group’s long-standing commitment to excellence.